Budgeting
You know what the coloured dots in the grid mean, what each of the ten detail panels holds and how to remove a detail from an account.
Beyond quantity and price, an account has ten more kinds of detail, such as the companies that pay for it, its fringes and the timing of its cost. When you select an account in the grid, the **Account Details** panel shows these details, and you change them there.
| Panel | Holds | How you fill it in | | ------------------------- | ------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- | | **Companies** | the companies that pay for the account, each with its share | Up to six rows. On each row, you choose a company and enter a percentage or an amount | | **Effects** | which share of the account counts toward a funder's spending requirement, one effect per row | Up to six rows, the same way as **Companies** | | **Fringes & Supplements** | legal wage fringes (percentages on the wage), plus wage supplements | In a dialog. The panel lists what is applied, with the amounts | | **Extra Costs** | travel, hotels, per diems | In a dialog. The panel lists what is applied, with the amounts | | **Cashflow** | the timing of the cost | In a dialog. The panel lists what is applied, with the amounts | | **Attachments** | files such as a quote or an offer | You drop files on the panel or browse for them | | **Taxes** | the tax the account uses | You choose one tax. You do not enter a percentage or an amount here | | **Tags** | labels you can use in formulas and filters | You type a tag. KOSMA suggests existing tags, or creates a new tag for a new name. Up to ten per account | | **Notes** | free text | You type the text | | **DFFF** | the values for the German DFFF subsidy | In a dialog. The panel lists what is applied, with the amounts |
To add a company to the account, click  **Add company** in the header of **Companies**. In **Effects**, click  **Add effect**.
The list on each row offers the entries defined in Settings. To change these entries, click **Edit** at the bottom of the list. KOSMA opens the matching Settings dialog. For how Settings work, see [how settings work](/kb/article/how-settings-work).
The list leaves out effects you have hidden in Settings. Hidden companies and hidden taxes stay in their lists.
An account carries one tax. To set it, click  **Add tax** in the header of **Taxes**. KOSMA sets the first tax from Settings and opens the list, where you can choose another one. If Settings has no tax yet, KOSMA opens the Settings dialog for taxes instead.
You change these four panels in a dialog. The Edit buttons show only while the pointer is over the panel header. Click  **Edit fringes & supplements**,  **Edit extra costs**,  **Edit cashflow rule** or, on **DFFF**,  **Edit values**. KOSMA opens the dialog for the selected account.
On **Fringes & Supplements**, **Extra Costs** and **Cashflow**, you can reuse saved settings, called presets. When a saved preset fits the account,  **Apply Preset** appears in the panel header. For fringes, the preset must also fit the account's subaccounts. Click it, and the panel lists the presets with checkboxes. Tick a preset to apply it. You do not need to open the dialog. To save a preset, see [save and reuse a fringe preset](/kb/article/save-and-reuse-a-fringe-preset) and [save and reuse a cash flow rule preset](/kb/article/save-and-reuse-a-cashflow-rule-preset).
If what is applied matches one preset exactly, the panel shows a single row with the preset's name and the total amount. Point at the row to see what the preset contains.
The **Account Details** column in the grid shows which details a row carries. On each row, the column has a line of slots, one for each panel, in the order of the panels. A dot in a slot means the row has that detail. An empty slot means it does not. Point at a dot to see which detail it stands for. Markups show dots too. A dot has one of three forms:
- A full dot: the row has this detail itself. - A half-filled dot: some subaccounts of this account carry the detail, others do not. This form appears for Companies, Effects, Tags, Taxes, Cashflow and DFFF. - A ring: this subaccount inherits the detail from its account. This form appears for Companies, Effects, Fringes & Supplements, Extra Costs and Tags.
To hide or reorder panels, go to the header of the **Account Details** panel: click  **Settings for account details** and choose **Panel Display**. The dots follow your choice. A hidden panel loses its slot, and the slots move with the panels.
KOSMA keeps the panel choice for the current session only.
To show the **Account Details** column, see [choose and arrange grid columns](/kb/article/choose-and-arrange-grid-columns).
A row shows the panels its type can carry. For the row types, see [how a budget is structured](/kb/article/how-a-budget-is-structured).
| Row | Panels | | ----------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------- | | Account | All ten | | Subaccount | All ten. **Fringes & Supplements** and **Extra Costs** are greyed out: the subaccount takes them from its account and cannot have its own | | Markup | Seven. **Fringes & Supplements**, **Extra Costs** and **Taxes** are hidden | | An account that collects fringes and supplements for others | **Companies**, **Effects**, **Fringes & Supplements** and **Extra Costs** are greyed out | | An account that collects extra costs for others | **Fringes & Supplements** and **Extra Costs** are greyed out | | An account that collects a tax for others | **Fringes & Supplements**, **Extra Costs** and **Taxes** are greyed out | | A group, a category, or no row selected | Every panel is greyed out |
On an account with subaccounts, **Companies**, **Effects** and **Tags** show the entries of its subaccounts. A change there applies to every subaccount. Where the subaccounts differ, the panel shows:
Mixed contents · Click ↺ to reset
Click  **Reset companies**,  **Reset effects** or  **Reset tags** to clear the entries on every subaccount.
You can also select several rows of the same type. Each panel then shows:
- the entry, when all selected rows have the same one - the same message as above, when the rows differ - nothing, when no row has an entry
On **Companies**, **Effects** and **Tags**, a change applies to every selected row.
On **Fringes & Supplements**, **Extra Costs**, **Cashflow** and **DFFF**, you can change several accounts at once only when they carry the same entries or none. The panels then offer no presets. Click the panel's edit button. KOSMA opens the dialog for the account you selected first and shows:
Applies to {rows} rows.
Each selected account loses the entries it carried before.
When you click **Ok**, every selected account gets what the dialog shows.
Where the selected accounts differ, these four panels show only the reset: click  **Reset fringes & supplements**,  **Reset extra costs**,  **Reset cashflow rule** or  **Reset DFFF**. After that, you can change the accounts together. With two or more rows, KOSMA asks first.
With two or more rows selected, a reset clears the panel on every selected row and on their subaccounts.
Click **Reset** to confirm.
When **Companies** or **Effects** has two or more rows,  **Reset companies** or  **Reset effects** clears them all at once. To remove a single detail:
| Panel | To remove the detail | | -------------------------- | ------------------------------------------------------------------------------------------------------------------------- | | **Companies**, **Effects** | On the row of the entry, choose **--none--** in the list | | **Taxes** | Choose **--none--** in the list | | **Tags** | Click the cross  on the tag to remove it | | **Notes** | Delete the text | | **Attachments** | Click  **Delete attachment** next to the file to remove it | | **Fringes & Supplements** | Clear them in the dialog, see [apply fringes and supplements](/kb/article/apply-fringes-and-supplements) | | **Extra Costs** | Clear them in the dialog, see [apply extra costs](/kb/article/apply-extra-costs) | | **Cashflow** | Clear the rule in the dialog, see [set a cash flow rule on an account](/kb/article/set-a-cashflow-rule-on-an-account) | | **DFFF** | Clear the values in the dialog, see [set up the DFFF for a German production](/kb/article/set-up-the-dfff-for-a-german-production) |
If the controls are greyed out on every row, you cannot change this budget, for example because your licence does not allow it or because the budget was shared with you for reading only. Point at a greyed-out control to see the reason. For the reasons and what you can do, see [saving, discarding and why a budget is read-only](/kb/article/save-discard-and-read-only).
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